See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,170 | $86,655+112.5% | $119,609+54.0% | $66,914+175.2% |
| Participation rate | 91.1% | 75.6%+15.5pp | 79.3%+11.8pp | 69.8%+21.3pp |
| Annual return | -17.10% | -8.00%-9.1pp | -14.97%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,214 | $2,536-12.7% | $4,232-47.7% | $2,544-13.0% |
| Participant deferral / active EE | $8,964 | $4,358+105.7% | $5,602+60.0% | $4,237+111.6% |
| Admin fee / account holder | $5 | $755-99.3% | $10,323-100.0% | $593-99.1% |